Plan: Payment links / portal detection on Growth+. Sync-based detection on every plan when accounting is connected.
Chasing is designed to stop when a payment is recorded — by hand, through a payment link, or from an accounting sync.
Quick checks
- Open the invoice. Is the balance actually zero in PayBlah?
- If they paid in your accounts package, confirm the connection's last successful sync. Trigger or wait for the next poll; re-connect if expired.
- If they paid by bank transfer outside both systems, record the payment on the invoice so the ladder stops.
- If they used a payment link, confirm the link/provider is live on your plan (portal & links are Growth+).
- Check Activity for a payment-recorded event or webhook if you integrate that way.
After you record it
Reminders for that invoice should stop. If a message was already queued for the same day, confirm in Activity that nothing further is scheduled.
Prevent the next miss
- Keep accounting connected and watch sync-failed notifications.
- Train the team to record offline payments the day they hit the bank.